G•••••• J••••

Advisor at M••••• S••••••

Miami, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3ed7b0b8-363c-a388-0171-cc32595a06ac

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 14, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: M••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Oct 11, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Jul 21, 2025	n/a	yes	Miami, FL	Current employment
R•• C•••••• M••••••• L••	National bd RIA	Jan 21, 2014	Mar 23, 2015	no	MIAMI, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•• C•••••• M••••••• L••	M••••• S••••••	Mar 23, 2015	Jul 21, 2025	3,773	Firm change after gap	Ibd to wirehouse
B••••••• C•••••• I•••	R•• C•••••• M••••••• L••	Feb 18, 2014	Jan 21, 2014

Team moves

••• Locked

Team	Left	Joined	From	Kind
31194:149777:FL:2015-03-23	Mar 23, 2015	Jul 21, 2025	MIAMI, FL	Firm change after gap

Relationships

Registered with (4)

→ M••••• S••••••Registered adviserregistration: current employment
Jul 21, 2025 to presentfactForm ADV
→ R•• C•••••• M••••••• L••Registered adviserregistration: previous registration
Jan 21, 2014 to Mar 23, 2015factForm ADV
→ B••••••• C•••••• I•••Registered adviserregistration: previous registration
Jan 21, 2009 to Feb 18, 2014factForm ADV
→ L••••• B••••••• I•••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3ed7b0b8-363c-a388-0171-cc32595a06ac
First observed: Mar 14, 2008
Last observed: Sep 14, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.